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Strategic Financial Partners’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Strategic Financial Partners’s Portfolio ISTB Stock Details ISTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.4M Buy
214,324
+50,243
+31% +$2.45M 4.49% 6
2025
Q4 		$8M Buy
+164,081
New +$8.01M 3.46% 8
2025
Q2 		– Sell
-7,406
Closed -$358K – 78
2025
Q1 		$358K Sell
7,406
-106,760
-94% -$5.13M 0.19% 53
2024
Q4 		$5.45M Buy
114,166
+106,279
+1,348% +$5.1M 2.78% 10
2024
Q3 		$384K Sell
7,887
-270
-3% -$13K 0.2% 51
2024
Q2 		$386K Sell
8,157
-2,895
-26% -$137K 0.21% 49
2024
Q1 		$524K Sell
11,052
-400
-3% -$19K 0.29% 48
2023
Q4 		$545K Sell
11,452
-3,438
-23% -$161K 0.32% 42
2023
Q3 		$691K Sell
14,890
-6,364
-30% -$296K 0.42% 32
2023
Q2 		$991K Sell
21,254
-143,539
-87% -$6.74M 0.56% 29
2023
Q1 		$7.77M Sell
164,793
-73,412
-31% -$3.44M 4.76% 7
2022
Q4 		$11.1M Buy
238,205
+192,628
+423% +$8.91M 6.75% 6
2022
Q3 		$2.1M Sell
45,577
-2,366
-5% -$112K 1.34% 15
2022
Q2 		$2.27M Buy
47,943
+29,238
+156% +$1.4M 1.33% 15
2022
Q1 		$906K Sell
18,705
-5,766
-24% -$285K 0.46% 29
2021
Q4 		$1.23M Buy
24,471
+17,306
+242% +$876K 0.61% 23
2021
Q3 		$366K Buy
+7,165
New +$367K 0.2% 49

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Strategic Financial Partners's ISTB Position: Q1 2026 in Review

Strategic Financial Partners increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 31% in Q1 2026, buying an estimated $2.45M and bringing the position to 214,324 shares worth $10.4M. The position accounts for 4.49% of the portfolio, ranked #6.

Strategic Financial Partners first reported a position in ISTB in Q3 2021 and has held it in 17 quarters since. The position peaked at $11.1M in Q4 2022. 394 funds tracked by Wall St. Rank hold ISTB as of Q1 2026.

  • Strategic Financial Partners held 214,324 shares of iShares Core 1-5 Year USD Bond ETF worth $10.4M as of Q1 2026.
  • Strategic Financial Partners bought 50,243 iShares Core 1-5 Year USD Bond ETF shares in Q1 2026, an estimated $2.45M.
  • iShares Core 1-5 Year USD Bond ETF made up 4.49% of Strategic Financial Partners's portfolio in Q1 2026, its #6 holding.
  • Strategic Financial Partners first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2021 and has held it in 17 quarters since.
  • Strategic Financial Partners's iShares Core 1-5 Year USD Bond ETF position peaked at $11.1M in Q4 2022.
  • 394 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2026.

Based on Strategic Financial Partners's 13F filing for Q1 2026, filed 1 May 2026.